Understanding Excess Contributions


Information for advice professionals only.

In this session we review what happens if your client exceeds their contribution caps, as well as considering excess issues in light of a clients TSB, TBC and Division 293 tax.

This webinar is accredited with CPD by the FPA.

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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.